Employee Benefits Account Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the primary contact for designated small employee benefits accounts

• Manage the daily servicing of accounts

• Ensure business retention and growth by coordinating resources for new business and renewals

• Build and sustain relationships with clients, carriers, team members, the India team, and Implementation Consultants

• Oversee customer service in line with Patra and agency protocols

• Handle policy retention

• Drive growth through account rounding and acquisition of new business

• Keep client and policy information updated in the agency management system

• Leverage the India team for established workflows

• Provide clients with advice on policy coverages, modifications, exclusions, and insurance requirements

• Address inquiries within 24 hours and return phone calls on the same day

• Monitor market trends and maintain technical knowledge of products and tools

• Identify areas for efficiency improvements and revenue-generating opportunities

• Maintain a paperless workflow

• Execute other assigned responsibilities

⛳️ Requirements

• 3 to 5+ years of experience in Employee Benefit Retail Insurance

• Valid Life & Health Insurance License

• Strong understanding of core Benefits insurance coverages

• Familiarity with the California Employee Benefit Market

• High proficiency in using carrier online platforms

• Effective and professional communication skills with clients and internal staff

• Ability to maintain confidentiality

• Capability to manage multiple tasks simultaneously and meet deadlines

• Excellent verbal and written communication abilities

• Strong computer, internet, and Microsoft skills

• Patience and a willingness to work effectively with offshore employees based in India

• Minimum internet speed of 6 mbps download and 3 mbps upload; must be directly connected to the modem; no satellite connections

🏝️ Benefits

• Competitive Salary

• Benefits

• PTO

• Opportunity to work remotely from anywhere in the United States